Civic Intelligence

Apex Professional Services DBA Harmony Homes Ffa

EIN 01-0728655 • 501(c)3 • San Bernardino, CA

Profile

To meet the individual needs of abused and neglected children. Our goal is to stabilize children by developing custom family plans and teaching foster families and biological parents how to develop coping skills and resources necessary for families to remain safe and healthy in their community. Our program delivery uses a wraparound approach. Wraparound is a philosphy and a planning process which identifies and works to create a custom fit of support and opportunity for the child and their family system. This is accomplished by being client and family centered, needs driven, strength based and flexible. The wraparound team supports foster children and families through culturally relevant, individualized, community based plans. The family plan is designed to ensure safety in the community and achievement of the child and family's vision and goals for their future.

PO Box 90936San Bernardino, CA 92427

www.harmonyhomesffa.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

57th percentile

7.8%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

18%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$933,082

Up $116,657 (+14%) from 2023

Liabilities

Up

$2,436

Up $1,506 (+162%) from 2023

Net Assets

Up

$930,646

Up $115,151 (+14%) from 2023

Revenue

Up

$1,480,086

Up $223,058 (+18%) from 2023

Expenses

Up

$1,364,935

Up $200,434 (+17%) from 2023

Net Income

Up

$115,151

Up $22,624 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $54,950Liabilities 2011: $44,602Net Assets 2011: $10,3482011Assets 2012: $95,153Liabilities 2012: $34,434Net Assets 2012: $60,7192012Assets 2013: $122,233Liabilities 2013: $21,147Net Assets 2013: $101,0862013Assets 2014: $174,302Liabilities 2014: $4,421Net Assets 2014: $169,8812014Assets 2015: $306,133Liabilities 2015: $733Net Assets 2015: $305,4002015Assets 2016: $626,578Liabilities 2016: $14,418Net Assets 2016: $612,1602016Assets 2017: $737,671Liabilities 2017: $7,354Net Assets 2017: $730,3172017Assets 2018: $662,981Liabilities 2018: $5,560Net Assets 2018: $657,4212018Assets 2019: $645,235Liabilities 2019: $9,528Net Assets 2019: $635,7072019Assets 2020: $692,319Liabilities 2020: $581Net Assets 2020: $691,7382020Assets 2021: $691,406Liabilities 2021: $1,001Net Assets 2021: $690,4052021Assets 2022: $723,015Liabilities 2022: $47Net Assets 2022: $722,9682022Assets 2023: $816,425Liabilities 2023: $930Net Assets 2023: $815,4952023Assets 2024: $933,082Liabilities 2024: $2,436Net Assets 2024: $930,6462024

Highlighted filing

2024

Assets$933,082
Liabilities$2,436
Net Assets$930,646

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $355,942Expenses 2011: $309,947Net Income 2011: $45,9952011Expenses 2012: $566,6182012Revenue 2013: $897,841Expenses 2013: $857,474Net Income 2013: $40,3672013Revenue 2014: $1,122,572Expenses 2014: $1,053,777Net Income 2014: $68,7952014Revenue 2015: $1,399,560Expenses 2015: $1,264,041Net Income 2015: $135,5192015Revenue 2016: $1,513,134Expenses 2016: $1,326,211Net Income 2016: $186,9232016Revenue 2017: $1,607,421Expenses 2017: $1,489,157Net Income 2017: $118,2642017Revenue 2018: $1,201,046Expenses 2018: $1,273,942Net Income 2018: -$72,8962018Revenue 2019: $1,029,232Expenses 2019: $1,050,946Net Income 2019: -$21,7142019Revenue 2020: $1,029,647Expenses 2020: $973,616Net Income 2020: $56,0312020Revenue 2021: $849,292Expenses 2021: $850,625Net Income 2021: -$1,3332021Revenue 2022: $970,201Expenses 2022: $937,638Net Income 2022: $32,5632022Revenue 2023: $1,257,028Expenses 2023: $1,164,501Net Income 2023: $92,5272023Revenue 2024: $1,480,086Expenses 2024: $1,364,935Net Income 2024: $115,1512024

Highlighted filing

2024

Revenue$1,480,086
Expenses$1,364,935
Net Income$115,151

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$1.48$1.36$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.26$1.16$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.97$0.94$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.85$0.85$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$1.03$0.97$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.01$0.64$1.03$1.05$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.01$0.66$1.20$1.27$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.01$0.73$1.61$1.49$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.01$0.61$1.51$1.33$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$1.40$1.26$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.12$1.05$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.02$0.10$0.90$0.86$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.03$0.06$0.57
2011Summary only. Only limited summary data is available for this year.$0.05$0.04$0.01$0.36$0.31$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 31, 2025
Return Version
2024v5.2
Gross Receipts
$1,480,086
Mission and Program Overview

Mission

To meet the individual needs of abused and neglected children. Our goal is to stabilize children by developing custom family plans and teaching foster families and biological parents how to develop coping skills and resources necessary for families to remain safe and healthy in their community. Our program delivery uses a wraparound approach. Wraparound is a philosphy and a planning process which identifies and works to create a custom fit of support and opportunity for the child and their family system. This is accomplished by being client and family centered, needs driven, strength based and flexible. The wraparound team supports foster children and families through culturally relevant, individualized, community based plans. The family plan is designed to ensure safety in the community and achievement of the child and family's vision and goals for their future.

To support forster children and their families to reduce multiple placements, give families voice and choice, to establish healthy connections, and facilitate family self-sufficiency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$672,804$672,729▼ $75
Accounts Receivable$129,482$106,237▼ $23,245
Land, Buildings, and Equipment, Net$7,343$99,936▲ $92,593
Prepaid Expenses and Deferred Charges$4,296$51,680▲ $47,384
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$816,425$933,082▲ $116,657
Other Assets Total$2,500$2,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$930$2,436▲ $1,506
Total Liabilities$930$2,436▲ $1,506
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$815,495$930,646▲ $115,151
Total Net Assets Fund Balance$815,495$930,646▲ $115,151
Total Liabilities and Net Assets / Fund Balance$816,425$933,082▲ $116,657

Asset Categories

AssetBook ValueDepreciationBasis
Land$93,352-$93,352
Equipment$6,162$36,000$42,162
Other Land Buildings$422$10,304$10,726
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Paula MorganPresidentFT$129,004$129,004

Board Members and Trustees

NameTitle
Cheryl BurnettBoard Member
Christy HundleyBoard Member
Molly WarrenBoard Member
Esther WestonSecretary
Carla DumontTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,829
Program Service Revenue
$1,407,104
Investment Income
$6,653
Other Revenue
$3,500
Change in Net Assets
$115,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$945,417
Salaries, Compensation, and Employee Benefits$419,518
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$195,298$34,464-$229,762
Current Officers, Directors, Trustees, and Key Employees$96,753$32,251-$129,004
All Other Expenses$36,986$8,640-$45,626
Occupancy$26,637$4,701-$31,338
Other Employee Benefits$24,960$6,240-$31,200
Payroll Taxes$23,642$5,910-$29,552
Insurance$23,187$4,092-$27,279
Other Expenses$15,770$2,783-$18,553
Office Expenses$12,182$2,150-$14,332
Interest-$2,869-$2,869
Advertising$1,121--$1,121
Depreciation Depletion$645$114-$759
Total Functional Expenses$1,252,023$112,912$0$1,364,935
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The tax preparer completes the 990 return and is presented to the president of the organization. Once satisfied with the completion of the the 990, the return is made available to the board of directors and the board. After their approval they will make a recommendation that the 990 be filed.

Form 990, Part VI, Section B, Line 12C

Conflict of interest forms are distributed to all members of the board of directors. The forms are collected and reviewed by the president. Items of concern are brought to the attention of the acting administration for review and resolution.

Form 990, Part VI, Section B, Line 15A

The president's salary was determined by the board of directors. The board of directors hold an annual discussion, and after deliberation, review, and approval, a recommendation is made, setting the salary level for the next year.

Form 990, Part VI, Section C, Line 18

Once the organization's audited financial statements have been accepted by the board of directors, they are maintained in the organization's office and available upon request. Once the form 990 is filed with the internal revenue service, public copies of the completed forms are uploaded to guidestar. The current year forms and other governing documents are available at the organization office upon request.

Form 990, Part VI, Section C, Line 19

UPON WRITTEN REQUEST.

Filing and Contact Details

Filer

Filer Name
Apex Professional Services
EIN
01-0728655
Phone
9096487308
Address
PO BOX 90936, SAN BERNARDINO, CA 92427

Signing Officer

Name
Paula Morgan
Title
Executive Director
Signed
2025-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paula Morgan
Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
10

Preparer

Firm
Elite Financial Solutions
Address
301 E FOOTHILL BLVD STE 201, ARCADIA, CA 91006
Preparer
William A Harris III CPA
Phone
6262561400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The audited financial statements were addressed to the Board of Directors.

Raw XML AppendixShowing 400 of 422 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO SUPPORT FORSTER CHILDREN AND THEIR FAMILIES TO REDUCE MULTIPLE PLACEMENTS, GIVE FAMILIES VOICE AND CHOICE, TO ESTABLISH HEALTHY CONNECTIONS, AND FACILITATE FAMILY SELF-SUFFICIENCY.
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IRS990/Desc0TO MEET THE INDIVIDUAL NEEDS OF ABUSED AND NEGLECTED CHILDREN. OUR GOAL IS TO STABILIZE CHILDREN BY DEVELOPING CUSTOM FAMILY PLANS AND TEACHING FOSTER FAMILIES AND BIOLOGICAL PARENTS HOW TO DEVELOP COPING SKILLS AND RESOURCES NECESSARY FOR FAMILIES TO REMAIN SAFE AND HEALTHY IN THEIR COMMUNITY. OUR PROGRAM DELIVERY USES A WRAPAROUND APPROACH. WRAPAROUND IS A PHILOSPHY AND A PLANNING PROCESS WHICH IDENTIFIES AND WORKS TO CREATE A CUSTOM FIT OF SUPPORT AND OPPORTUNITY FOR THE CHILD AND THEIR FAMILY SYSTEM. THIS IS ACCOMPLISHED BY BEING CLIENT AND FAMILY CENTERED, NEEDS DRIVEN, STRENGTH BASED AND FLEXIBLE. THE WRAPAROUND TEAM SUPPORTS FOSTER CHILDREN AND FAMILIES THROUGH CULTURALLY RELEVANT, INDIVIDUALIZED, COMMUNITY BASED PLANS. THE FAMILY PLAN IS DESIGNED TO ENSURE SAFETY IN THE COMMUNITY AND ACHIEVEMENT OF THE CHILD AND FAMILY'S VISION AND GOALS FOR THEIR FUTURE.
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IRS990/MissionDesc0TO MEET THE INDIVIDUAL NEEDS OF ABUSED AND NEGLECTED CHILDREN. OUR GOAL IS TO STABILIZE CHILDREN BY DEVELOPING CUSTOM FAMILY PLANS AND TEACHING FOSTER FAMILIES AND BIOLOGICAL PARENTS HOW TO DEVELOP COPING SKILLS AND RESOURCES NECESSARY FOR FAMILIES TO REMAIN SAFE AND HEALTHY IN THEIR COMMUNITY. OUR PROGRAM DELIVERY USES A WRAPAROUND APPROACH. WRAPAROUND IS A PHILOSPHY AND A PLANNING PROCESS WHICH IDENTIFIES AND WORKS TO CREATE A CUSTOM FIT OF SUPPORT AND OPPORTUNITY FOR THE CHILD AND THEIR FAMILY SYSTEM. THIS IS ACCOMPLISHED BY BEING CLIENT AND FAMILY CENTERED, NEEDS DRIVEN, STRENGTH BASED AND FLEXIBLE. THE WRAPAROUND TEAM SUPPORTS FOSTER CHILDREN AND FAMILIES THROUGH CULTURALLY RELEVANT, INDIVIDUALIZED, COMMUNITY BASED PLANS. THE FAMILY PLAN IS DESIGNED TO ENSURE SAFETY IN THE COMMUNITY AND ACHIEVEMENT OF THE CHILD AND FAMILY'S VISION AND GOALS FOR THEIR FUTURE.
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IRS990/OfficeExpensesGrp/TotalAmt014332
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt024960
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031200
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IRS990/OtherExpensesGrp/Desc2PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc3STAFF MEETING AND TRAINING
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IRS990/OtherExpensesGrp/ProgramServicesAmt315770
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IRS990/OtherExpensesGrp/TotalAmt257987
IRS990/OtherExpensesGrp/TotalAmt318553
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IRS990/OtherRevenueMiscGrp/BusinessCd0624100
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt051680
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05471470
IRS990ScheduleA/TotalSupportAmt05523425
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleD/EquipmentGrp/BookValueAmt06162
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042162
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010304
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010726
IRS990ScheduleD/TotalBookValueLandBuildingsAmt099936
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX PREPARER COMPLETES THE 990 RETURN AND IS PRESENTED TO THE PRESIDENT OF THE ORGANIZATION. ONCE SATISFIED WITH THE COMPLETION OF THE THE 990, THE RETURN IS MADE AVAILABLE TO THE BOARD OF DIRECTORS AND THE BOARD. AFTER THEIR APPROVAL THEY WILL MAKE A RECOMMENDATION THAT THE 990 BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST FORMS ARE DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. THE FORMS ARE COLLECTED AND REVIEWED BY THE PRESIDENT. ITEMS OF CONCERN ARE BROUGHT TO THE ATTENTION OF THE ACTING ADMINISTRATION FOR REVIEW AND RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT'S SALARY WAS DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HOLD AN ANNUAL DISCUSSION, AND AFTER DELIBERATION, REVIEW, AND APPROVAL, A RECOMMENDATION IS MADE, SETTING THE SALARY LEVEL FOR THE NEXT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ONCE THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS HAVE BEEN ACCEPTED BY THE BOARD OF DIRECTORS, THEY ARE MAINTAINED IN THE ORGANIZATION'S OFFICE AND AVAILABLE UPON REQUEST. ONCE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE, PUBLIC COPIES OF THE COMPLETED FORMS ARE UPLOADED TO GUIDESTAR. THE CURRENT YEAR FORMS AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The audited financial statements were addressed to the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 90936
IRS990/USAddress/CityNm0SAN BERNARDINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092427
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IRS990/WebsiteAddressTxt0WWW.HARMONYHOMESFFA.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APEX PROFESSIONAL SERVICES

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